|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$102M
|
+$101M
|
+3,956,880
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$95.7M
|
-$1.51M
|
-58,822
|
-2%
|
|
|
3
|
|
$71.9M
|
+$5.81M
|
+226,782
|
+9%
|
|
|
4
|
|
$53.6M
|
+$1.61M
|
+62,746
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$46.6M
|
+$3.89M
|
+151,871
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$41.1M
|
+$2.21M
|
+86,050
|
+6%
|
|
|
7
|
|
$19.9M
|
-$329K
|
-12,835
|
-2%
|
|
|
8
|
Atwood & Palmer
Kansas City,
Missouri
|
$18.7M
|
-$171K
|
-6,664
|
-0.9%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$16.3M
|
-$429K
|
-16,717
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
-$1.63M
|
-63,517
|
-13%
|
|
|
11
|
|
$10.8M
|
-$5.09M
|
-198,507
|
-32%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.2M
|
+$338K
|
+13,178
|
+3%
|
|
|
13
|
|
$9.87M
|
-$1.59M
|
-61,842
|
-14%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$9.84M
|
+$9.77M
|
+380,939
|
New
|
|
|
15
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$8.71M
|
+$3.31M
|
+129,250
|
+62%
|
|
|
16
|
Coastline Trust
Providence,
Rhode Island
|
$8.63M
|
+$382K
|
+14,900
|
+5%
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$8.53M
|
+$396K
|
+15,427
|
+5%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.21M
|
+$937K
|
+36,546
|
+13%
|
|
|
19
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$7.97M
|
+$402K
|
+15,674
|
+5%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.81M
|
+$4.71M
|
+183,782
|
+155%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.92M
|
-$244K
|
-9,531
|
-3%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$6.81M
|
+$32.2K
|
+1,255
|
+0.5%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.64M
|
+$257K
|
+10,017
|
+4%
|
|
|
24
|
|
$6.63M
|
+$383K
|
+14,920
|
+6%
|
|
|
25
|
SlateStone Wealth
Jupiter,
Florida
|
$6.16M
|
+$6.12M
|
+238,626
|
New
|
|
